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20121112
20121112
Search Results 0 to 6 of about 7 (some duplicates have been removed)
in that environment. >> along those lines, michael, what are you waiting for to get back into the stock market in a bigger way right now and get out of bonds? >> i think have you to have the cyclical trade outperform. emerging markets are pretty resilient here. i think that's bullish. you also need to have bond yields rise. we see the ten-year back at 161 despite every single effort by the federal reserve to force reflags back into the system. the bond market has to believe the fed is going to be effective. >> so, for the foreseeable future, you're waiting for some sort of sign the economy -- the growth in the economy and reflation effort is going to take hold, is that it? >> the market has to believe it's going to be enough, by way of context. the fall from apple from peak to where it is now is $100 billion of market cap. $40 billion a month. the numbers are so billing and yet the federal reserve talks in billions when we live in a world of trillions. >> so what's the -- what's the best plan here, then, toward year-end? we have the clarity of the president in the white house but we have no cl
this on the eve of an election. again, i'm obviously not positing some huge conspiracy. in our environment, in our hyperpartisan environment, most people in a situation like this seeing any possibility for political advantage would have raced to expose something like this, right? general petraeus was confronted about this two weeks ago, right? two weeks before the election. chose -- ultimately decided to resign but didn't decide to resign at that moment. was there part of the reason he did not decide to resign immediately upon being confronted on this, he knew it would be embarrassing for the administration on the eve of an election? that's a reasonable inference. there's so much we don't know because so many people individually have not spoken publicly about the chain of events and their motivations in terms of keeping quiet at a moment of maximum political volatility. >> just to clarify because i've raised a lot of questions here, my biggest concern isn't what happened at the end. i understand there are a lot of conservatives that are going to be thinking that this was -- >> cover-up. >> benghaz
. and in these kinds of environments where we see few details often those are the best deals. it's when everyone has confidence and equity markets are up and everyone is feeling great that they do stupid things. >> right. there you go. >> let's check in with bob pisani here on the floor with more of what's moving this morning. >> boy, did i hear dumb talk over the weekend about going over the fiscal cliff. i guess you were going to hear it. go ahead. let them go over the fiscal cliff. who cares. i heard this even from some people whose opinions i respect. well known economists and columnists. good heavens. did anybody look at what happened last time we were talking about this? the fiscal cliff is a wake-up call to politicians. august 2011, we were all here sitting on this floor when they couldn't agree on simple ability to raise the debt ceiling and they downgraded the debt. remember what happened? the s&p dropped 7% that week on the monday after it dropped another 7%. the vix went to 50 for a long time it stayed there. it ruined it the entire summer. almost the entire year of gains for virtually ev
. this is an environment, the dodd-frank, the market sentiment that demands capital. they do trading. they will have issues. what does this mean for the big wall street firms, if you look at the smallest, it is warm and stanley. this is a firm to watch. i really respect james gorman. a great guy. they still have a capital markets arm. this is what i think will go on at morgan stanley. they will shrink that. they were talking about selling various trading components. i think there is no dow that that will happen did they are the smallest of the wall street players. whenever you hear something about the market, that trading are still there and so taking risk, people sell the stock. you have to worry about people lending you money. watch work and stanley going forward. see how much they adopt the brokerage model. if they stay in the middle here, they will have problems. lori: are you forecasting a breakup for morgan stanley? charlie: they will get out of certain risk-taking circumstances. my gut is, they fell. unloading capital markets. i do not think they will do the whole capital market, but the commodity b
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. that is a real scoop in an environment where there are no deals, david brought us a very good scoop. >> that's why you haven't participated in any of this. there are no other deals. this was the only one. >> not many needles in the hay stack. >> david found the only one. thank you for bringing it here, david. boyd jeffries name. >> what was it exposure in europe? >> egan had all sorts of rhymes and reasons for that company falling apart. >> we'll talk about shipping right now, from i-phones to apparel, cnbc's senior talent producer, lori ann larocco, our staff, incredible producer and her book "dynasties of the sea," and lori ann, reading through this, we know how important shipping is, we talk about it every day but there were things i didn't realize how much of the things in our homes are brought to us from ships. >> 92% of everything in a household has been on a ship and ever since superstorm sandy we've all realized how important shipping is as we're all going through this gasoline crisis. it's really amazing in terms of the wide breadth that the shipping industry has on the economy. >>
Search Results 0 to 6 of about 7 (some duplicates have been removed)